bio
Jacob helps individuals, families, business owners, and executives work toward their goals through comprehensive financial planning. He works closely with clients to create strategies that align their finances with their values and priorities. He also partners with employers to strengthen workplace benefits programs, with a particular focus on retirement plans that help employees prepare for the future.
Before entering financial planning, Jacob recruited finance and accounting professionals across Iowa, specializing in wealth management. His passion for personal finance and helping people achieve their goals ultimately led him to make the transition into financial planning. Experience across operations, marketing, sales, and client service gives him a well-rounded perspective on helping clients navigate important financial decisions.
education & certifications
University of Iowa: Bachelor of Business Administration, Management
Bryant University: Certificate in Financial Planning
Previously passed exams:
Life & Health
SEI
Series 7
my idea of living the dream
Having the time and financial freedom for my family to flourish, and to meaningfully contribute to our community.
this is my dream job
I’m doing it – helping clients take care of their loved ones and realize their vision for the future through smart, forward-looking planning is deeply rewarding.
this is how i make it real
Outside of work, you'll find me spending time with my wife Abby and our children, reading books, staying active, cheering on the Minnesota Vikings, and leading men's groups through our church.